Relationship Banker 1 - Lakeview East

U.S. Bank•Chicago, IL

11d•$23 - $28•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, providing counsel while adopting a digital-first approach. They assess customers’ banking needs, obtain and process customer and account information, educate customers about deposit and loan products and services, and recommend solutions aligned with individual goals. The role includes proactively reaching out to and following up with clients, learning their financial needs and channel preferences, and communicating solutions to new and existing clients. Relationship Bankers maintain working knowledge of consumer and business banking products, provide a consistent client experience, process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications. They also educate clients about digital and self-service options and use available resources and technologies to deliver accurate, operationally excellent service. The role requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in a rescinded offer or termination. The role requires working from a U.S. Bank location on all scheduled workdays.

Requirements

High school diploma or equivalent.
Typically fewer than four years of job-related retail banking experience, or a combination of experience and commensurate training.
Ability to obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable background and credit requirements.
Must work from a U.S. Bank location for all scheduled workdays.

Nice To Haves

Proven ability to build and foster client relationships through proactive outreach and follow-up.
Ability to effectively engage and communicate with clients.
Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ true needs while using a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions to understand clients’ financial needs and banking channel preferences.
Identify and communicate solutions for new and existing clients based on their needs.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about emerging digital products and self-service technologies.
Use available resources and technologies to optimize the client experience and deliver accurate operational service.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation, from two to five weeks depending on salary grade and tenure.
Up to 11 paid holiday opportunities.
Adoption assistance.
Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase plan.
401(k) contribution and pension, subject to eligibility requirements.